2023 Form 5500 filing — Cold Spring Harbor Laboratory Tax Deferred Annuity Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240807133040NAL0006217216001) for Cold Spring Harbor Laboratory Tax Deferred Annuity Plan, reported by Cold Spring Harbor Laboratory under EIN 11-2013303 and plan number 002. It reports 1,464 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$100.8MReported net assets$100,830,311
Participants1.5K1,464
Provider compensation$42.3K2 Schedule C row(s)$42,287
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240807133040NAL0006217216001
Plan sponsor
Cold Spring Harbor Laboratory
EIN
11-2013303
Plan number
002
Location
Cold Spring Harbor, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$100.8M total assets
Net assets$100.8MLiabilities$0
Money in vs. money out
Total income / additions$18.9M
Total expenses$8.8M
Benefits paid / distributions$8.8M
Contributions
EmployerNot reported
Participant$4.7M
Full reported line items
Total assets (EOY)
$100,830,311
Total liabilities (EOY)
$0
Net assets (EOY)
$100,830,311
Participant contributions
$4,688,767
Total income / additions
$18,941,661
Benefits paid
$8,777,442
Administrative expenses
$42,287
Total expenses
$8,819,729
Net increase / (decrease)
$10,121,932
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $34.2K · Indirect $0
  2. 2
    ADVISOR · Direct $8.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240807133040NAL0006217216001 cover?
It is the 2023 Form 5500 filing for Cold Spring Harbor Laboratory Tax Deferred Annuity Plan, reported by Cold Spring Harbor Laboratory (EIN 11-2013303).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages